cassandra, do you still like it, quickly, on monsanto? >> still like monsanto. we would buy it here. because the long trend remains in place. population in the world is going to continue to grow, and that's the driver because we need seed technology. liz: we need food. okay. let us go straight here and say that there are people who still believe the fiscal cliff is coming, and europe is still a problem, and there's so much -- and i want to remain conservative yet pick sticks -- pick stocks still. how do you go about doing that? >> you pull out a few hairs every morning. [laughter] yes we still have those issues in the backdrop, but you have to look domestically at what is going on, and we seem to have found a bottom in real estate. and so that is now for us a long trend going forward in place. liz: let's go macro and say do you like anything outside of the united states? or do you feel like you want to just nest around here? >> no, we do like things that have exposure outside the united states, but it is not necessarily their hugest percentage of revenue generat